Private Client Manager

Posted 03 December 2024
Salary Negotiable
LocationCity of London
Discipline 承保與經紀
ReferencePCMH001
Contact NameSamara O'Hagan

Job description

Private Client Manager
Lloyd's Insurer
City of London

I'm currently recruiting for a leading Insurer who are looking for a Private Client Manager to join their team!

The ideal candidate will have experience in client management within the high net worth/private client insurance sector, as well as experience dealing with non-standard risks.

Key Responsibilities:

  • Driving business growth by managing a portfolio of high-net-worth clients, ensuring exceptional retention, performance, and profitability.
  • Exceeding performance targets to support the profit and loss account, while identifying opportunities to align business growth with the group strategy.
  • Collaborating with Operational Managers to support forecasting, resource planning, and operational management for business expansion.
  • Building strong client relationships by understanding their needs, acting as their trusted advisor for insurance solutions, and ensuring positive customer outcomes during renewals and mid-term adjustments.
  • Managing seamless transitions for clients from the new business team to your portfolio.
  • Handling challenging situations with a proactive approach, embodying the brand values in every interaction.
  • Representing the company through client property visits, providing support for renewals, surveys, and claims.
  • Assisting managers in maintaining the UK risk and control framework to deliver excellent outcomes for the business and its clients.

Key Requirements

  • Exceptional interpersonal skills with the ability to build genuine, effective relationships.
  • Strong negotiation expertise across various client types, including experience managing non-standard risks.
  • Proven experience in delivering outstanding customer service, client management, and conducting face-to-face visits.
  • Excellent communication skills to influence, engage, and secure business opportunities.
  • Confident presentation skills to effectively pitch and influence decisions.
  • Ability to establish strong direct relationships with high-net-worth clients.
  • Sound judgement in resolving complex technical issues and making confident decisions amid ambiguous or conflicting information.
  • A willingness to challenge the status quo, introduce innovative solutions, and take decisive action on loss-making business.
  • Demonstrated energy and drive to propel personal and business growth.
  • A strong market reputation, gained through experience in a client-facing role.
  • Comprehensive knowledge of market dynamics and competitor activities.